See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,886 | $58,208+2.9% | $81,812-26.8% | $80,856-25.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 16.35% | 41.66%-25.3pp | 773.79%-757.4pp | 35.59%-19.2pp |
| Employer contribution / active EE | $3,029 | $2,340+29.4% | $2,912+4.0% | $2,755+9.9% |
| Participant deferral / active EE | $1,949 | $3,281-40.6% | $4,319-54.9% | $4,296-54.6% |
| Admin fee / account holder | $4,798 | $4,981-3.7% | $7,386-35.0% | $6,918-30.6% |